Solution

Pinnacle Ai CRM Industry Guides

The roadmap for growing a Financial Service Business (such as Tax Attorneys, Accountants, etc.) online is simple: capture new leads, conversationally convert those leads into sales, turn those customers into positive reviews, and then reactivate those customers into patrons.

Industry Playbook - Financial Service Business

How It Works

Step 1

Capture More

Leads

Easily collect leads from your website, social media, or any other online source using our powerful lead capture tools.

Step 2

Book More

Appointments

Stop losing out on potential sales because you aren't capturing your leads. Now that people know about you, let's capture those leads so we can convert them to customers.

Step 3

Unlock New Opportunities

With the convenience and efficiency of Pinnacle Ai CRM you are unlocking opportunities that will lead to more sales and more WINS!

 

Step 1

Capture More Leads

  • Install the SMS Webchat Widget on your Financial Service Business website.

  • Integrate your Financial Service Business' Google Business Profile to activate Google Chat

  • Activate The Missed-Call Text-Back so that any unanswered calls to your Financial Service Business immediately receive a text message saying, “Sorry we missed your call - how can we help?”

Step 2

Nurture Leads into Bookings

  • Configure helpful Text Snippets for phrases & links that your Financial Service Business often sends to people.

  • Activate Conversation AI so your Financial Service Business has a fully trained, always-on assistant to conversationally convert leads into bookings.

Get Started
 

 

Step 3

Turn Leads into Sales

  • Configure Payment Integration for Payment Forms, Paid Appointment Calendars, Text-2-Pay, and Tap-2-Pay.

Step 4

Turn Sales into Positive Reviews

  • Configure Email & SMS Review Request Templates so your Financial Service Business can quickly & easily request reviews with the tap of a button.

 

 

Step 5

Turn Sales Into Repeat Customers

  • Configure Newsletter Email Template so your Financial Service Business can easily send out news, updates, and promotions to their contacts.

SOCIAL MEDIA PLANNER

Grow Your Audience & Attract New Customers

  • Automatically plan and publish posts for your social media accountsSchedule posts for all your social networks to save you tons of time

  • Visualize all of your scheduled content in our social calendar

  • "Set it and forget it" - schedule your posts ahead of time for Facebook, Instagram, and Google My Business

 

See what our clients have to say

Pinnacle Ai CRM

Being skilled in business marketing and AI programming, Charles is a master and can help you take your business to the next level and beyond. He is great at what he does. You can rest assured he will make great things happen for you.

Deby Miller

LegalShield

Pinnacle Ai CRM

Charles is just an all-around great person. In terms of business, he is not just a great customer service person; but he knows his clients and helps you build a successful business.

Lia Biscardi

Chrome Photo Co

Pinnacle Ai CRM

I highly recommend Pinnacle Ai! They have the latest technology and software that is perfect for small business owners. Their All-In-One Sales & Marketing CRM Platform is top notch and very user friendly. They also offer great customer service.

Michael Fieger

Devil Dog Marketplace

Pinnacle Ai CRM

I highly recommend Pinnacle Ai and Charles Higgins! If you are ready to take your business to the next level, look no further. Pinnacle Ai is the place to go and Charles is the man to take you there! I had the privilege of working with him and would HIGHLY recommend you do the same. Thank you Charles Higgins, for your continued support! Much gratitude and appreciation!

Renee Reisch

Finding Your Voice


Share Your Value

Build Your Online Presence

Attract More Clients

Learn How Our All In One Sales & Marketing CRM Can Transform Your Business

Make sales on the go with our mobile app.

  • Get real-time notifications straight to your phone
  • Chat with your clients & leads right from the app

Never miss another opportunity again

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